Crimson: Loading Donation Received from WinRed

Loading Donations Received from WinRed

Step 1 – Enter the Conduit’s Contribution

1. Create a people record for WinRed PAC if one does not already exist.
2. After this record is created, click Add Gift.
3. Create a gift with the Payment type of WR-Win Red. The amount should be the Gross Amount of the Transfer from WinRed PAC.
• By selecting this payment type, this payment will automatically be marked as a memo with FEC Memo Text of “See Attributions below” and you will now see the "Earmark Attribution Import" tab on the gift record.

Step 2 – Enter the Earmarked Contributions

1. Under the conduit’s money record, click the Earmark Attribution Import 
2. Follow the normal importing steps 1 – 4

• Step 1: Upload File
• Step 2: Import Type
• Step 3: Mapping
• Step 4: Validate and Import

NOTE: Gifts loaded this way will link to the conduit record and automatically have the proper FEC memo text. They will also report at a 1:1 ratio, showing one WinRed memo for every Earmarked gift.

Step 3 – Enter the Processing Fees

1. Click the New Expenditure action button on the Treasury Dashboard.

2. Search for an existing Payee or click  to add a new one to Crimson. The payee should be:

 WinRed Technical Services LLC

1776 Wilson Blvd, Suite 530

Arlington, VA 22209

3. ­Once you have selected or created a new payee, the New Disbursement window will open.

4. Enter the new expenditure’s information.
5. Click Save when done